With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.When you're an analyst, it's always nice to see when your predictions come to reality. After multiple bullish calls that I published on Intel Corporation ( INTCOakoff Investments is a personal portfolio manager and a quantitative research analyst wit ...

以下文章来源于蓝点网 ，作者山外的鸭子哥 蓝点网 . 科技资讯、软件工具、技术教程，尽在蓝点网。蓝点网，给你感兴趣的内容 #行业资讯 英特尔工程师收到裁员通知后下载 1.8 万份机密文件跑路，现在英特尔正在追查数据泄露。罗金峰 (Jinfeng Luo) 于 2014 年加盟英特尔担任工程师，在 2024 年 7 月收到 裁员通知，随后罗金峰开始大量转移工作电脑上的机密数据，在英特尔开始调查前罗金峰已经离职并且现在杳无音讯。查看全文：https://ourl.co/111114 目前英特尔正处在大规模裁员阶段，在过去几年里这家芯片制造商已经裁剪高达 3.5 万个工作岗位，本文的主角罗金峰 (Jinfeng Luo) 也是被英特尔裁 员的对象，罗金峰于 2014 年加盟英特尔并担任软件工程师。 罗金峰在 2024 年 7 月 7 日收到裁员通知并需要在当月离职，随后罗金峰在剩余工作时间下载了英特尔 1.8 万份文件后销声匿迹，目前英特尔正在起诉 罗金峰希望追查数据泄露并要求其做出经济赔偿。 这名工程师在离职前几天开始尝试将公司配发的笔记本电脑中的文件复制到外置存储设备上，但英特尔的安全机制阻止了数据传输。 PS ...

Core Viewpoint - The global AI industry is experiencing a bearish impact due to recent negative comments, while the domestic AI sector shows resilience, particularly in application stocks [1] Group 1: Market Performance - The AI ETF (515070) saw a slight decline of 0.8%, but stocks like Beijing Junzheng rose over 4%, with other companies such as Stone Technology, Deepin Technology, Qihoo 360, and Dahua Technology performing well [1] - In the third quarter, public funds and northbound capital reached a historical high in their holdings of the communication sector, with AI computing power being a significant contributor to this increase [1] Group 2: Industry Developments - On November 10, Intel's AI infrastructure head Sachin Katti moved to OpenAI, indicating an intensifying competition for AI talent globally [1] - Meituan launched its first AI programming assistant, CatPaw, which focuses on agent collaboration and large-scale code generation, marking a significant step in the domestic "AI + software engineering" sector [1] Group 3: Investment Recommendations - With the decline in inference costs driven by open-source models like DeepSeek, there is a simultaneous release in demand for domestic 1.6T optical modules, liquid-cooled servers, and AI power supplies [1] - It is recommended to pay attention to leading companies in the infrastructure segments such as IDC, servers, and domestic computing chips [1] Group 4: ETF Composition - The AI ETF (515070) tracks the CS AI theme index (930713), selecting component stocks that provide technology, basic resources, and application end stocks, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambrian, Zhongke Shuguang, iFlytek, OmniVision, Hikvision, Lanke Technology, Kingsoft, and Unisplendour [2]

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容 编译自 etnews 。 据报道，三星电子已设定管理目标，力争在2027年实现半导体代工业务盈利。这一目标的核心在于确 保获得特斯拉等大型科技公司的订单，以及其位于美国的泰勒晶圆厂的订单。人们关注的焦点在于， 曾经是三星半导体软肋的代工业务能否成为新的增长引擎。 根据11日的一份综合报告，三星电子的代工部门已设定目标，力争在2027年实现盈利。三星已与合 作伙伴分享了这一管理目标，并讨论了未来的投资计划。 据报道，三星电子还在筹备泰勒工厂的第二条生产线（二期工程），其规模将远超一期工程。为加快 投产，该公司目前正与合作伙伴商讨投资事宜以及零部件需求。 一位熟悉此事的高级业内人士表示："我们正在分享我们在2027年实现收支平衡的管理目标，以及我 们对未来关键材料和组件需求的预测。"另一位业内人士补充道："据我了解，他们还设定了到2027年 实现20%市场份额（基于销售额）的目标。"随着年末 临近，三星制定了这一管理目标，为明年及以后的发展做好准备。代工业务是一种典型的订单型业 务。为确保工厂稳定运营，必要的原材料和设备必须提前准备。正因如此，三星 ...

About Intel Nov 12, 2025 4:30 PM Eastern Standard Time Intel Corporation to Participate in Upcoming Investor Conferences Share SANTA CLARA, Calif.--(BUSINESS WIRE)--Intel Corporation today announced that John Pitzer, corporate vice president, Global Treasury and Investor Relations, will participate in fireside chats to discuss Intel's business and strategy at the following investor events: Live webcasts and replays can be accessed publicly on Intel's Investor Relations website at intc.com. Intel's participa ...

Investment Strategies for Retail Traders - Retail traders should focus on oversold stocks that are cheap relative to the market and avoid high-flying stocks, guessing games, and earnings plays [3] - Chasing trends based on the president's perceived good business sense may be a winning strategy if early, but is generally not advisable [1] - It is difficult for both retail and institutional traders to accurately predict market movements and profit from them [2] Government Investment Impact - Companies with US government stakes have shown dramatic stock gains, such as MP Materials with a 95% improvement and Intel with a 72% increase [4][5] - MP Materials rallied to $100 and then quickly sold off 50%, causing losses for many [6][7] - The government's investment in Intel was a good play because the stock was oversold and cheap, stuck in the $22 to $28 range for almost two years [7][8] AI Market Analysis - The AI sector is experiencing widespread adoption, but many AI stocks are considered ridiculously expensive relative to the marketplace [11][12] - One perspective leans towards Michael Burry's view of hyperscalers underestimating chip depreciation, rather than Lisa Su's expectation of 35% annual sales growth for AMD [9][10] - AI companies are building the foundation for the future, similar to internet companies in the early 2000s, but are now too big to fail [12][13]

以下文章来源于伯乐在线 ，作者伯小乐 伯乐在线 . 伯乐在线分享IT互联网职场和精选干货文章（原域名已不再维护）。组织维护10万+star的开源技术资源 库，包括：Python, Java, C/C++, Go, JS, CSS, Node.js, PHP, .NET 等 2025 年 11 月，美国芯片巨头英特尔的一则诉讼引发全球科技界关注：该公司前华裔软件工程师罗金峰 （Jinfeng Luo）在收到裁员通知后，通过技术手段窃取近 1.8 万份核心机密文件，离职后彻底失联。 英特尔在诉讼中披露，这些文件中 63% 标注 "Intel Top Secret"（英特尔绝密）等级，涵盖 14nm 至 3nm 先 进制程核心专利、下一代处理器架构设计图纸、供应链合作细节及研发计划等核心资产，直接关系企业技术壁 垒与市场竞争力。 目前华盛顿州联邦法院已受理此案，英特尔索赔至少 25 万美元（约合人民币 180 万元），并全力追查数据流 向。 十年老员工遇裁员，铤而走险窃机密 事件的时间线可追溯至 2024 年英特尔的大规模裁员行动。 作为全球半导体行业的领军企业，英特尔近年因财务承压、市场竞争加剧，开启了多轮人员优 ...

Welcome to Trader Talk, where we dish out the latest Wall Street buzz to keep your portfolio sizzling. I'm Kenny Pulcari, and I'm coming to you live from the Yahoo Finance headquarters here in the heart of New York City, a global hub where deals are made, fortunes are built, and the next market move is always just around the corner. Coming up, I'm going to share my thoughts on the AI bubble, or maybe not.Chat with my good friend Tom Hayes, and share my baked talle with peas, ponchetta, and a creamy bashamea ...

整理 | 华卫 近日，英特尔宣布，CEO 陈立武（Lip-Bu Tan）将亲自领导公司的 AI 业务。据外媒报道，此前刚获提拔的首席技术官 （CTO） 兼 AI 负责人Sachin Katti 已离职，转而加盟 OpenAI，他将在新岗位上负责搭建 OpenAI 的计算基础设施。 Katti 离职的消息最初在 X 上曝光，OpenAI 总裁兼联合创始人 Greg Brockman 在该平台向这位前英特尔高管发出欢迎，并强调了他在设计公司未来通 用人工智能（AGI）基础设施方面将承担的角色。"能与他携手设计和搭建我们的计算基础设施，我感到无比兴奋。这一设施将为通用人工智能研究提供 动力，并推动其应用规模化，惠及每一个人。" 他本人则在回复中表示，"很兴奋有机会与 Brockman、Sam Altman 和 OpenAI 团队合作构建 AGI 的计算基础设施！"并且，Katti 还提到了老东家，"非 常感谢英特尔在过去 4 年里给予的巨大机会和经验，我在领导网络、边缘计算和 AI 方面积累了丰富的经验。能与 陈立武、Pat Gelsinger（ 前英特尔 CEO）和 Nick McKeown（英特尔边缘与网络业务 ...

Core Insights - Intel's wafer foundry revenue is projected to be only $120 million by 2025, which is merely one-thousandth of TSMC's revenue during the same period, highlighting the significant gap in market presence [2] - Despite initial challenges in attracting external customers for the Intel 18A process, Intel aims to leverage its internal product successes to draw in external clients [3] - Intel's overall foundry business is expected to reach breakeven by the end of 2027, driven by a shift from DUV to EUV processes, which will increase average wafer prices at a rate three times faster than cost increases [4] Financial Projections - Intel's wafer foundry revenue for 2025 is estimated at $120 million, compared to TSMC's approximately $101 billion in revenue for the first ten months of this year [2] - The transition to EUV technology is anticipated to significantly improve Intel's financial performance in the foundry sector, with a projected breakeven point by 2027 [4] Strategic Initiatives - Intel is undergoing structural adjustments across various departments, including foundry services, client products, and artificial intelligence, indicating a proactive approach to transformation under the new CEO [4] - The company has secured over $10 billion in investments from the U.S. government, SoftBank, and NVIDIA, and has established a deep collaboration plan with NVIDIA in the PC and server chip sectors [4] Market Challenges - Intel faces substantial challenges in its foundry business, needing to demonstrate the performance and power efficiency advantages of its Intel 18A process through its own products [4] - Potential collaborations with companies like Tesla, Broadcom, and Microsoft are critical for Intel's ability to regain competitiveness in the global wafer foundry market [4]